See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,967 | $85,202-36.7% | $172,739-68.8% | $72,985-26.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.98% | 27.32%-8.3pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,667 | $3,324+10.3% | $5,143-28.7% | $2,440+50.3% |
| Participant deferral / active EE | $2,474 | $3,260-24.1% | $5,198-52.4% | $3,607-31.4% |
| Admin fee / account holder | $5,786 | $5,884-1.7% | $13,954-58.5% | $5,124+12.9% |